> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heffl.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up your workspace

This guide walks you through configuring your Heffl workspace after signing up for the first time. Complete these steps before inviting your team.

***

## 1. Company details

Go to **Settings > Company** and fill in the following:

* Company name
* Logo (used on quotes, invoices, and the client portal)
* Address
* Phone number
* Website
* Default currency
* Timezone

<Frame>
  <img src="https://mintcdn.com/heffl/EphT_W2e7OsanXzf/images/Setting-Up-Workspace_1.png?fit=max&auto=format&n=EphT_W2e7OsanXzf&q=85&s=06c5979689f504be2be137d9788a3e97" alt="Setting Up Workspace 1" width="1440" height="900" data-path="images/Setting-Up-Workspace_1.png" />
</Frame>

> These details appear automatically on all documents you send to clients, so make sure they are accurate before creating any quotes or invoices.

***

## 2. Set up your document templates

Go to **Settings > Templates** to configure the documents you send to clients.

* Select a quote template and set a default validity period
* Select an invoice template and configure payment terms
* Add your bank details or connect Stripe for online payments
* Set a default footer message or terms and conditions

<Frame>
  <img src="https://mintcdn.com/heffl/EphT_W2e7OsanXzf/images/Setting-Up-Workspace_2.png?fit=max&auto=format&n=EphT_W2e7OsanXzf&q=85&s=533f7c35cb3c5911f67f05f4c480225c" alt="Setting Up Workspace 2" width="1440" height="900" data-path="images/Setting-Up-Workspace_2.png" />
</Frame>

> These defaults apply to every new document you create, saving you time on repeat work.

***

## 3. Configure your integrations

Go to **Settings > Integrations** to connect Heffl with the tools you already use.

* **Email** — connect Gmail, Outlook, or Zoho Mail to send documents directly from Heffl
* **Accounting** — sync invoices with QuickBooks or Zoho Books to avoid double entry
* **Calendar** — connect Calendly to sync meetings and follow-ups
* **Payments** — connect Stripe or Telr to accept online payments from clients

<Frame>
  <img src="https://mintcdn.com/heffl/EphT_W2e7OsanXzf/images/Setting-Up-Workspace_3.png?fit=max&auto=format&n=EphT_W2e7OsanXzf&q=85&s=e4a140686c24ad61d3de771a38329d96" alt="Setting Up Workspace 3" width="1440" height="900" data-path="images/Setting-Up-Workspace_3.png" />
</Frame>

***

## 4. Invite your team

Go to **Settings > Members** and invite your team members.

1. Click "Invite member"
2. Enter their email address
3. Assign a role (Admin, Member, or custom)
4. Click "Send invite"

They will receive an email with a link to join your workspace. See [How to sign up and log in](https://docs.heffl.com/getting-started/how-to-sign-up-and-log-in) for what they will see on their end.

<Frame>
  <img src="https://mintcdn.com/heffl/EphT_W2e7OsanXzf/images/Setting-Up-Workspace_4.png?fit=max&auto=format&n=EphT_W2e7OsanXzf&q=85&s=052bcae665e5cc2bde5ce4457b92cf09" alt="Setting Up Workspace 4" width="1440" height="900" data-path="images/Setting-Up-Workspace_4.png" />
</Frame>

***

## What to do next

Once your workspace is set up, here is a suggested order to get started:

1. Add your first client in CRM
2. Create and send a quote from Sales
3. Convert the quote to an invoice once accepted
4. Schedule a job in Field Service or create a project in Projects
5. Invite your team and assign roles

See the [Modules overview](https://docs.heffl.com/getting-started/untitled-page) for a detailed guide on each module.